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JPMorgan Chase

4,988 hedge funds and large institutions have $571B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 2,095 increasing their positions, 2,242 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less capital invested

Capital invested by funds: $640B → $571B (-$68.3B)

16% less funds holding in top 10

Funds holding in top 10: 934780 (-154)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
4,988
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
780
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.1B
Puts
$10.8B
Net Calls
Net Calls Change

Top Buyers

1 +$2.85B
2 +$2.71B
3 +$1.66B
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$922M
5
Two Sigma Investments
Two Sigma Investments
New York
+$884M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
1326
CVFG LLC
Indiana
$10.6M
RCA
1327
Resonant Capital Advisors
Wisconsin
$10.6M
SCP
1328
Stamos Capital Partners
California
$10.6M
TNBTD
1329
Trustmark National Bank Trust Department
Mississippi
$10.6M
NRC
1330
New Republic Capital
North Carolina
$10.5M
HH
1331
Hilltop Holdings
Texas
$10.5M
DLCIG
1332
D.L. Carlson Investment Group
New Hampshire
$10.5M
CWP
1333
CFM Wealth Partners
Texas
$10.5M
AWM
1334
Angeles Wealth Management
California
$10.5M
CAC
1335
Core Alternative Capital
Georgia
$10.5M
JFGIW
1336
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.5M
LF
1337
Longbow Finance
Switzerland
$10.5M
SW
1338
Simplicity Wealth
New Jersey
$10.4M
FBFS
1339
First Business Financial Services
Wisconsin
$10.4M
IAS
1340
Insigneo Advisory Services
Florida
$10.4M
MPIM
1341
McGinn Penninger Investment Management
Virginia
$10.4M
AIM
1342
Access Investment Management
Georgia
$10.4M
WAM
1343
Werlinich Asset Management
Connecticut
$10.4M
ALC
1344
Alexander Labrunerie & Co
Missouri
$10.4M
P
1345
Paradiem
Louisiana
$10.3M
RCW
1346
Rheos Capital Works
Japan
$10.3M
AWA
1347
Aaron Wealth Advisors
Illinois
$10.3M
AAM
1348
Augustine Asset Management
Florida
$10.3M
VIM
1349
Vancity Investment Management
British Columbia, Canada
$10.2M
AF
1350
Advisornet Financial
Minnesota
$10.2M